Mosaique Insights: Issue 10

cover cropped.jpg

How did it get so late so soon? It’s night before it’s afternoon. December is here before it’s June. My goodness how the time has flewn. How did it get so late so soon?”

- Dr. Seuss

As we are entering the final innings of 2022, we take some time to reflect on this past year.

A year, in which a lot happened, a year, that challenged us in different ways, not only as investors, but also as human beings. Our thoughts remain with those hurt by the dreadful conflict still raging.

In hindsight, geopolitics took centre stage once again, not only significantly impacting the global economy and financial markets, but also resetting international relations and commerce.

In this edition of Mosaique Insights, we take a look at how we’ve navigated this past year with insights from our strategy and portfolio management teams. We include an interview with the Head of our newly opened Israel office, Gerry Livnat, we provide you with some topical insights into the world of cybersecurity and shed some light on the geopolitical events that have shaped this year so profoundly.

We hope you enjoy this edition of Mosaique Insights, we wish you a merry Christmas, frohe Weihnachten, joyeux Noël and we look forward to seeing you in 2023!

Laurent Gagnebin
CEO, Rothschild & Co Bank AG

 

Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG

 

Read more articles

  • Monthly Market Summary: January 2023

    Insights

    Capital markets experienced their strongest January gains in years. Moderating inflation, easing energy prices and expectations of a slowing tightening cycle, particulary in the US, buoyed both stock and bond markets.

  • Portfolio Management and Rising Rates

    Investment / strategy

    Over the span of just a few months, we witnessed a spectacular rise in interest rates. This historical increase took place against the backdrop of a radical shift in monetary policies, as the central banks, with the Federal Reserve in the lead, have made the fight against the return of runaway inflation their priority. In this environment, portfolio management strategies need to adapt, in particular by seeking new avenues of diversification and some opportunities.

  • Strategy blog: UK mortgage rates

    Insights

    After recent record low interest rates, variable and fixed mortgage rates are surging to levels not seen since the Global Financial Crisis. In this Strategy Blog, we consider whether fixed or variable is the better option in the ever-evolving economic environment.

  • Rothschild & Co expands wealth management pension offering and strengthens team in Zurich

    Press releases

    Rothschild & Co will enter into a strategic partnership with pension consulting firm, PensExpert AG. Dr Thomas Bamert will join Rothschild & Co in Zurich as Head of Wealth and Pension Planning, Switzerland.

  • Thematic Insights: The Silver Economy

    Insights

    According to the World Bank, average global life expectancy shot up from 65 in the early 1990s to 73 in 2020. This brings about several opportunities for economic development. What does this mean for investors? And how can one capture returns in a market set for profound changes?